OpenAI Stargate Complete Guide 2026 — $500 Billion AI Infrastructure Revolution and Data Center Construction Status

📸 OpenAI, Oracle, and SoftBank expand Stargate with five new ...
What is the OpenAI Stargate Project?
OpenAI Stargate is the largest AI infrastructure project in history, investing a total of $500 billion over the next four years to build AI infrastructure in the United States. Officially announced in January 2025, this project features SoftBank, OpenAI, Oracle, and MGX as initial equity investors, with Arm, Microsoft, NVIDIA, Oracle, and OpenAI as core technology partners.
The project's primary goals include maintaining U.S. global AI leadership and creating hundreds of thousands of American jobs. It also encompasses strategic objectives of strengthening national security and rebuilding industry.

📸 Stargate advances with 4.5 GW partnership with Oracle | OpenAI
Core Structure of the Stargate Project

📸 OpenAI Teams Up With Oracle and SoftBank to Build 5 New ...
Investment Structure
- Total Investment: $500 billion over 4 years
- Immediate Deployment: $100 billion deployment begins immediately
- Financial Responsibility: SoftBank (Masayoshi Son as Chairman)
- Operational Responsibility: OpenAI

📸 Inside OpenAI's Stargate Megafactory with Sam Altman | The Circuit
Partnership Structure
| Role | Partner |
|---|---|
| Lead Partner (Financial) | SoftBank |
| Lead Partner (Operational) | OpenAI |
| Cloud Infrastructure | Oracle, Microsoft Azure |
| GPU/Chip Supply | NVIDIA, Arm |
| Middle East Partner | MGX (UAE), G42 |
Stargate Data Centers — Starting in Texas
Phase 1: Abilene, Texas
The first Stargate site is a large-scale data center located in Abilene, Texas. In partnership with Oracle, it plans to deploy 450,000 NVIDIA GB200 GPUs, with this cloud-based supercomputer targeting operation in the second half of 2026. It is already being used for AI system training and serving.
Expansion to 5 New U.S. Sites
In September 2025, OpenAI announced 5 additional Stargate sites in Texas, New Mexico, and Ohio:
- Milam County, Texas: In partnership with SB Energy, 1.2GW capacity, expected to begin operation in early 2026
- 3 additional sites in New Mexico, Ohio, and others (detailed locations under discussion)
The currently planned total capacity ranges from approximately 7GW to a final target of 10GW, with plans to operate over 2 million chips.
Stargate UAE — Global Expansion
Stargate is not limited to the United States. In May 2025, Stargate UAE was announced in the UAE, with participation from G42, Oracle, SoftBank, OpenAI, NVIDIA, and Cisco. UAE Stargate is scheduled to open in 2026 and will serve as a key hub for building a Middle East AI center.
Oracle Zettascale10 — The Technical Heart of Stargate
Stargate's computing fabric is based on Oracle's Zettascale10 technology. This supercluster, connecting millions of GPUs across multiple data centers, aims to create the largest AI training infrastructure in existence.
Why is Stargate Important?
1. Computing Foundation for AGI Development
OpenAI is pursuing Stargate to secure the enormous computing power needed for AGI (Artificial General Intelligence) development. As training costs for current AI models and inference demand increase exponentially, building proprietary infrastructure has become an essential strategy.
2. Securing U.S. AI Leadership
This is also a national-level project for the United States to establish strategic superiority in AI infrastructure against rising competitors like China's DeepSeek and Huawei AI chips.
3. Economic Impact
The Stargate project is expected to create hundreds of thousands of direct jobs (construction, operations, engineering) and millions of indirect jobs. The economic impact across related industries including energy, construction, and semiconductors will be substantial.
Energy Challenges in AI Infrastructure
One of the biggest challenges for Stargate is energy supply. Achieving the 10GW target requires parallel development of large-scale renewable energy infrastructure including nuclear, solar, and wind power. SB Energy is responding to this issue by directly building power supply infrastructure in Milam County, Texas.
Impact on Korean Companies
Stargate presents direct opportunities for Korean semiconductor companies such as Samsung Electronics and SK Hynix. Benefits for Korean companies are expected in areas including explosive demand for HBM (High Bandwidth Memory) mounted on NVIDIA GB200, data center cooling equipment, and power management solutions.
Conclusion — The Beginning of the AI Infrastructure War
The OpenAI Stargate project represents a turning point in viewing AI not as mere software but as a strategic asset at the national infrastructure level. Combining an unprecedented investment scale of $500 billion, a data center network expanding across the United States and the Middle East, and OpenAI's ambition toward AGI, this project will reshape the AI industry landscape over the next decade.
댓글
댓글 쓰기